See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,963 | $133,922+262.9% | $116,228+318.1% | $142,382+241.3% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.6%-30.1pp | 80.1%-35.7pp |
| Annual return | 14.01% | 147.76%-133.8pp | 90.06%-76.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,413 | $3,446-59.0% | $2,994-52.8% | $4,299-67.1% |
| Participant deferral / active EE | $5,719 | $5,672+0.8% | $4,953+15.5% | $6,507-12.1% |
| Admin fee / account holder | $8 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |